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Capital Group New Geography shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Capital Group New Geography (CGNG) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

All positions including Capital Group New Geography held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group New Geography by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 785k 30.90
2025-06-30 $9.4M 327k 28.81
2025-03-31 $2.6M 103k 25.16
2024-12-31 $963k 39k 24.76
2024-09-30 $355k 13k 26.50

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Commonwealth Equity Services

Top funds holding Capital Group New Geography

LPL Financial
Capital Group Private Client Services
Envestnet Asset Management
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Raymond James Financial
Bank of New York Mellon
Commonwealth Equity Services
Goss Wealth Management
Captrust Financial Advisors
Royal Bank of Canada
Warren Averett Asset Management
Johnson Bixby & Associates
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography